Nonprofit automation

Nonprofits are made up of passionate, dedicated people who want to make a difference in the world. These organizations have big goals to achieve and complex problems to solve, but they often work with a limited pool of resources. The staff of these incredible organizations knows all too well how repetitive manual tasks can take time and effort away from mission-driven activities.

Instead of devoting time to high-value, mission-critical work, staff members, volunteers, and even executive directors are forced to wear many different hats and complete time-consuming, repetitive tasks, such as performing data entry, sending invoices, sending donor emails or newsletters, requesting information for forms, and more.

How can nonprofit organizations get more time back for mission-focused work while still completing these necessary tasks? Many nonprofits are now turning toward automation to streamline routine tasks and focus on what really matters for their nonprofit: their service offerings and their relationships with clients, customers, donors, and the community.

Automation tools increase the resources available for a nonprofit’s core mission. As a result, nonprofit staff members are supported and empowered to complete higher value activities, such as improving current service offerings, developing new products or services, or meeting with potential clients, customers, donors, or community leaders.

Prospect List Management

Nonprofits depend on their list of donors and volunteers. In a nonprofit’s early days, managing all the information about contacts, client lists, and customers isn’t too difficult. But as the organization continues to grow and acquire more donors, volunteers, and clients—it can get increasingly chaotic and confusing to manage. Automated list management can save nonprofits from major headaches by organizing all of this for them. In addition, these automated systems can also filter through customer interactions to find quality leads the nonprofit should spend time on.

Form Management

If there is one thing all nonprofits are familiar with, it is forms! Whether it is an application for membership, volunteering, or participating on the board, it will most likely require some tedious data entry. Using an automation tool that specializes in data entry can smooth the entire management process, reduce manual error, and save staff members valuable time.

Email and Marketing Campaigns

With automated email marketing, nonprofits can prearrange settings that trigger email communications after a certain action is completed on the part of a donor or customer. For example, if someone signs up for your nonprofit’s newsletter, they may automatically receive a welcome email. Or, if a customer leaves an item in their cart, they will get a reminder email. In addition, nonprofits can break their audience into segments and customize their communications, send out different content based on each subscriber’s preferences. Automation means much less time spent on formatting emails and more time spent on improving your nonprofit’s service offerings or meeting with clients.

Personalized Communications

Receiving a birthday message or a special thank-you after making a donation is an easy way to make donors and members feel special. However, without an automation tool, this is a task that quickly becomes unmanageable and time-consuming. Using a software that does this for you can help your organization make thoughtful personal connections with your donor base and community without detracting from your core mission.

Social Media Scheduling

Nonprofit organizations can save major time with automation tools that schedule their social media posts and automatically deploy them. This hands-off approach allows nonprofits to curate all the appropriate content in advance, schedule it out for the right times, and sit back and relax. As a result, nonprofits do not have to manually post the same content across all of their social media channels, which can save them up to 6 hours per week! Scheduling posts on service offerings, special announcements, or industry news means nonprofits can stay in continuous conversation with their audience and stay in the forefront of their mind.

Data and Analytics

Analytic tools are essential to measure the success of communications and campaigns. With automated analytics, nonprofits can obtain fast and accurate reporting on the impact of these communications. These analytics provide crucial guidance on what is and isn’t working for the organization. Data and analytics tools allow nonprofits to easily manage their database, build relationships with members, non-members, and donors based on the data collected, and ensure each relationship is being approached in the right way.

Platform Management

Is your nonprofit ready to benefit from automation but concerned by the prospect of managing these tools? We understand. With so many new ways to engage your audience, it can be overwhelming. But your nonprofit doesn’t have to do it alone. Sun Sign Designs personally consults and manages these automation platforms for your nonprofit, so you can focus on the work that matters.

Is Your Nonprofit Ready Benefit from Automation?

Running a nonprofit organization requires a lot of manual work, but implementing digital tools that automate this manual work is what takes the excess work off your staff’s plate. Automation tools improve nonprofit efficiency and help organizations overcome resources barriers. As a result, your nonprofit can focus on mission-related activities and explore meaningful avenues of growth.

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